Funding Solutions Deutschland
The experts for Pension Buyouts in Germany.
Founded in 2018 in Frankfurt am Main, Funding Solutions Deutschland is the institutional governance and consolidation platform for occupational pension obligations of companies in Germany.
Firm & Team
Founded with a clear mission.
Funding Solutions Deutschland FSD GmbH was founded in 2018 in Frankfurt am Main - as the first governance and consolidation platform for Corporate Pension Buyouts in Germany. Our mandate from day one: to establish an institutional platform capable of relieving companies of their pension obligations, permanently and in full.
Today our platform manages twelve independent pensioner companies based in Walldorf, Baden-Württemberg. Each company is a standalone entity (GmbH) - the companies are not liable for one another and are managed sustainably and exclusively in the interest of their respective beneficiaries. External CTA trustees legally ring-fence the assets in full.
Our team combines longstanding expertise in occupational pensions, institutional investment management, actuarial science, law and governance. The combination of specialised know-how and a scalable platform enables Funding Solutions to execute transactions efficiently and ensure permanent, professional administration.
Magnus Schmagold
Partner, Pension & Investment Solutions
magnus.schmagold@fundingsolutions.de +49 69 8740230 11More +
Felix Siegle
Partner, Pension & Investment Solutions
felix.siegle@fundingsolutions.de +49 69 8740230 12More +
Greta-Lisa Frey
Director, Pension Services
greta-lisa.frey@fundingsolutions.de +49 6227 788302 01More +
Roland Wiesmann
Director, Pension & Investment Solutions
roland.wiesmann@fundingsolutions.de +49 69 8740230 14More +
Mischa Erbe
Director, Pension & Investment Solutions
mischa.erbe@fundingsolutions.de +49 69 8740230 16More +
Investment Committee & Senior Advisors
Wolf Müller
Chair, Investment Committee
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Dr. Bettina Nürk
Member, Investment Committee
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Dr. Nicolas Roessler
Senior Advisor
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Walter Schmidt-Cording
Member, Investment Committee & Senior Advisor
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Prof. Dr. Joo-Hee Lee
Senior Advisor
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Our Platform
The Funding Solutions Governance Platform.
Each pensioner company is an independent GmbH under the holding structure of Funding Solutions Deutschland. The companies are not liable for each other - each pensioner company bears exclusively its own obligations and is managed independently and sustainably in the interest of its beneficiaries. The transferred assets are legally ring-fenced in full through external CTA trustees and are permanently available exclusively for the fulfilment of pension obligations. Based on our transaction experience, we draw on an extensive toolkit for structuring pensioner companies, giving transferring companies the benefit of ready-made, field-tested modules.
Frankfurt am Main, Hessen
Funding Solutions Deutschland FSD GmbH
Walldorf, Baden-Württemberg
Funding Solutions
OMPL
Pensions GmbH
Funding Solutions
Sky Catering
Pensions GmbH
Funding Solutions
Sky Catering Deutschland
Pensions GmbH
Funding Solutions
net-m 1891
Pensions GmbH
Funding Solutions
Electric
Pensions GmbH
Funding Solutions
ADM
Pensions GmbH
Funding Solutions
Truck Fleet
Pensions GmbH
Funding Solutions
Sinterwerke Herne
Pensions GmbH
Funding Solutions
Sofotec
Pensions GmbH
Funding Solutions
Therapeutics
Pensions GmbH
Funding Solutions
WDG
Pensions GmbH
Funding Solutions
RB
Pensions GmbH
Pension Office
Permanent administration - long-term and reliable.
At closing, our Pension Office assumes ongoing administration of all pensioner companies on the platform - permanently and with high quality standards.
Beneficiaries are at the centre: the Pension Office is the point of contact for all questions regarding ongoing pensions, address changes, survivor benefits and tax certificates. The coordination of third-party providers (classic vendor management) is likewise centralised through our Pension Office.
For the transferring company, our offering means complete relief: HR, Finance and Legal are permanently freed from all administrative tasks in the area of occupational pensions.
Pension Payments
Beneficiary Communication
Vendor Management
Portfolio Administration
Reporting
Investment Office
Institutional investment management with a long-term horizon.
Our Investment Office is responsible for the strategic and operational investment management of all portfolios on our platform. Investment strategies are closely aligned with the liability profile of each pensioner company and follow the classic de-risking path of a run-off portfolio. The overriding objective is the payment of all pension benefits, including all inflation adjustments.
Implementation is delegated to professional institutional asset managers and implemented via multiple special funds. Our investment partners have strong global investment platforms and expertise in liability-driven investing (LDI) and cashflow-driven investing (CDI).
Sustainability and ESG Integration →Asset-Liability-Management
The investment strategy for the plan assets is rigorously aligned with the liability structure of the respective pensioner company: duration and cashflow matching as well as inflation hedging are the priorities. Our investment strategies are explicitly geared towards secure benefit payments, not towards the possibility of distributions out of the pensioner companies.
OCIO Model
Following the objective-setting by the Investment Office, a professional Outsourced Chief Investment Officer handles the portfolio implementation: from asset class weighting through manager selection to rebalancing and performance reporting. In selecting asset managers, our criteria are reputation, experience in holistic management with a focus on CDI / LDI as well as a strong investment platform.